Affinity Financial Advisory manages investment accounts and offers financial advice. They use a three-part approach: understanding the client's financial situation, assigning an investment account profile, and using technical analysis to track investments. Financial advisory services include cash flow, tax, charitable giving, insurance, education, retirement, legacy/estate, and business planning. These services are generally provided at no additional cost to investment management clients.
Assets Under Management$61M
Clients118
Advisors2
Avg. per Client$510K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$90K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.25% |
H & H - clients referred from Hemker & Holody have a different fee schedule. Absolute Capital (WIN) has an extra annual blended fee between .42 & .22%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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